TRUE Private Wealth Advisors
TRUE Private Wealth Advisors reported 286 stocks worth $1.2B in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are IXUS (7.1%), EMXC (4.2%) and IEUR (3.4%). Compared with Q2 2026, the fund opened new positions in IYH, XOM and CIBR, added to IXUS, EMXC and IEUR, trimmed AAPL, SPHB and NVDA and sold out of WDC, ROBO and SDY.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IXUS Ishares Core Msci Totl | $83.5M | 7.1% | 879K | +17K (+2%) | 8 of 8 | |
| 2 |  EMXC Ishares Msci Emerging Markets EX China ETF | $49.3M | 4.2% | 498K | +6,379 (+1%) | 8 of 8 | |
| 3 |  IEUR Ishares Core Msci Europe ETF | $40.4M | 3.4% | 548K | +6,924 (+1%) | 7 of 8 | |
| 4 |  EWJ Ishares Inc | $39.1M | 3.3% | 401K | +8,303 (+2%) | 3 of 8 | |
| 5 |  SOXX Ishares Semiconductor | $38.5M | 3.3% | 68K | No change | 6 of 8 | |
| 6 |  IBTJ Ishares TR | $36.1M | 3.1% | 1.7M | +33K (+2%) | 7 of 8 | |
| 7 |  RSP Invesco Exchange Traded FD T | $35.8M | 3.0% | 172K | +1,927 (+1%) | 8 of 8 | |
| 8 |  IBIE Ishares TR | $33.8M | 2.9% | 1.3M | +29K (+2%) | 6 of 8 | |
| 9 |  IBIG Ishares TR | $33.7M | 2.9% | 1.3M | +33K (+2%) | 6 of 8 | |
| 10 |  IBTL Ishares TR | $33.7M | 2.9% | 1.7M | +40K (+2%) | 7 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 WDC Western Digital Corp | $2.9M | 4,610 |
 ROBO Exchange Traded Concepts Tru | $2.2M | 26K |
 SDY State Street Spdr S&P Div ETF | $1.8M | 12K |
 ARM Arm Hldgs PLC Equity A F | $996K | 2,808 |
 SHW Sherwin-Williams Co | $446K | 1,295 |
🔒 Free account: see all 24.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 19, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →TRUE Private Wealth Advisors 13F FAQ
What does TRUE Private Wealth Advisors own?
TRUE Private Wealth Advisors reported 286 stocks worth $1.2B in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are IXUS (7.1%), EMXC (4.2%) and IEUR (3.4%). The table above lists every position in the filing (the top 10 without an account).
What did TRUE Private Wealth Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 27 new positions, 101 added to, 114 trimmed and 24 sold out. New positions include IYH, XOM and CIBR. It sold all of WDC, ROBO and SDY.
When will TRUE Private Wealth Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is TRUE Private Wealth Advisors's portfolio worth?
The Q3 2026 filing reports $1.2B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.